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Added 17 days ago
Professional Assistant Branch Manager Wealth
TD
Moncton, NB
Full-time
The role of Assistant Branch Manager reports directly to the Branch Manager and is one of the key leadership positions on the TD Wealth leadership team and an integral part of TD Bank’s…
Added 10 hours ago
Branch Operations Assistant
RBC
Edmonton, AB
Full-time
The RBC Dominion Securities Management team located in Edmonton is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 2 days ago
Corporate Compliance Branch Manager
Fidelity Canada
Toronto, ON · Mississauga, ON
Full-time
Reporting to the Director, Dealer Compliance, the Corporate Compliance Branch Manager will focus on providing Daily Tier 1 supervision of Wealth Advisors located across Canada. The…
Added 3 days ago
Administration Assistant, Wealth Management, Nesbitt Burns
BMO
Montreal, QC · MCGC
Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 3 days ago
Licensed Sales Assistant
Raymond James
Edmonton, AB
Full-time
The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The…
Added 6 days ago
Portfolio Assistant, Winter 2027 (Co-op/Internship), Montreal - 4 months
BMO
Montreal, QC · IBMM
Full-time
As a Portfolio Assistant, you will serve as the operational backbone of the team, ensuring smooth day-to-day branch operations and efficient execution of administrative processes. This role…
Added 15 days ago
Senior Financial Services Representative - Lynn Creek
Vancity
North Vancouver, BC
Full-time
This is a Full-time, Permanent role located at Lynn Creek Community Branch (Branch 46). You will report directly to the Assistant Branch Manager.
Added 6 days ago
Investment Advisor Assistant
Raymond James
Toronto, ON
Full-time
The primary role of the Investment Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively.…
Added 15 days ago
Branch Operations Assistant
RBC Dominion Securities
Edmonton, AB
Full-time
The RBC Dominion Securities Management team located in Edmonton is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 16 days ago
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
Full-time
The RBC Dominion Securities Management team located in Toronto is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a…
Added 16 days ago
Branch Operations Assistant
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
The RBC Dominion Securities Management team located in Edmonton is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 17 days ago
Client Service Assistant
BMO
Saskatoon, SK · RC_Sask
Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 17 days ago
Client Service Assistant
BMO
Regina, SK · VPRE
Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 17 days ago
Assistant Branch Operations Manager
RBC
Toronto, ON
Full-time
The RBC Dominion Securities Management team located in Toronto is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a…
Added 17 days ago
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
Full-time
The RBC Dominion Securities Management team located in Toronto is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a…
Added 1 month ago
Financial Advisor Assistant
Raymond James
Kelowna, BC
Full-time
Drawing on at least 1-2 years of previous experience as an Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a…
Added 1 month ago
Branch Assistant
Raymond James
Ottawa, ON
Full-time
Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office.
Added 8 days ago
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 12 days ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
The Director & Assistant Market Leader supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned Private Wealth branch / market with…
Added 9 days ago
Assistant Branch Operations Manager
RBC
Ottawa, ON
Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 8 days ago
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 8 days ago
Transition Team Supervisor
Raymond James
Vancouver, BC · Toronto, ON
Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 10 days ago
Assistant Manager, GWO Tax Reporting
Scotiabank
Toronto, ON
As a Tax Reporting Assistant Manager, you will be the subject matter expert in all aspects of Scotiabank client tax compliance and oversee all aspects of Scotiabank duties relevant to tax…
Added 10 days ago
Branch Operations Assistant
RBC Dominion Securities
Toronto, ON
Full-time
The RBC Dominion Securities Management team located in Etobicoke is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 11 days ago
Branch Operations Assistant
Royal Bank of Canada
Toronto, ON
Full-time
The RBC Dominion Securities Management team located in Etobicoke is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…

BMO

Client Service Assistant

Regina, SK, Canada
VPRE, Canada

Pay: $33,500.00 - $56,500.00
Job type: Full-time
Apply by: Sep 25, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 3, 2026

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Original job description

Application Deadline:

09/24/2026

Address:

2103 11th Avenue

Job Family Group:

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$33,500.00 - $56,500.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Client Service Assistant supports Investment Advisors with day-to-day administration, client service, and branch operations. They are responsible for managing client relationships, coordinating marketing activities, and ensuring compliance with all regulatory and risk management policies.

Requirements

Candidates typically need 1-2 years of relevant experience and a post-secondary degree in a related field. Knowledge of wealth management operations and familiarity with financial industry technology applications are considered assets.

Skills

Client service
Wealth management
Administrative support
Investment advisory support
Marketing coordination
Data management
Transaction processing
Risk management
Compliance
Relationship management
Financial planning
Communication skills
Problem solving
Organization skills
Team collaboration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Branch operations
Client service
Marketing
Account opening
Money movement
Risk management
Compliance
Financial planning
Stocks
Bonds
Mutual funds
Fee based products
Database management
Reporting
Client relations
Administration

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